See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,381 | $111,535+59.9% | $105,223+69.5% | $137,256+30.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.93% | 237.85%-221.9pp | 180.65%-164.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $6,058 | $3,939+53.8% | $3,689+64.2% | $4,156+45.8% |
| Participant deferral / active EE | $6,897 | $5,500+25.4% | $5,072+36.0% | $6,407+7.7% |
| Admin fee / account holder | $863 | $9,721-91.1% | $8,859-90.3% | $12,270-93.0% |